> One thing I'm curious about is how you define "critical manufacturing"? It’s a good question. For me, critical means you can’t walk away from a deal because

> One thing I'm curious about is how you define "critical manufacturing"? It’s a good question. For me, critical means you can’t walk away from a deal because you need the product, meaning you end up being extorted. Food and energy meet this criteria. Do chips? Maybe. And if so, then yes, you’re absolutely right that you would need to secure the supply chain/graph too. Maybe not the whole graph if you work back to the point where there is a diversity of competitive sources.